Overview
Salesforce Shield Platform Encryption enables SFDC Clients to encrypt sensitive data at rest, not just when transmitted over a network. Shield is an option for companies to comply with privacy policies, regulatory requirements, and contractual obligations for handling private data.
Shield Platform Encryption is offered as an additional service beyond what Salesforce offers out of the box. Data stored in many standard and custom fields and in files and attachments is encrypted using an advanced HSM-based key derivation system.
Problem
Salesforce Shield Platform Encryption can interfere with ClosePlan's normal operations and prevent ClosePlan from working.
Shield encryption can interfere with many basic SQL operations like using ORDER BY, LIKE, and other statements, which are critical for ClosePlan (and many other managed package installations).
(Note: Salesforce Admins should inform http://People.ai if their company has deployed Shield Platform Encryption. It is a possible hard stop for any managed package installation.)
Example of an error Message:
Field 'Name' cannot be sorted in a query call
Encryption Limitations for ClosePlan Functionality
Shield Encryption may not encrypt data currently needed by ClosePlan. Below you will find the data that cannot be encrypted for ClosePlan to work correctly. Implementation should be always tested in a sandbox environment before going live in a production environment.
ClosePlan Shield Requirements
The following fields cannot be encrypted:
Account
Name
Contact
Name
Title
Email
Opportunity
Name
All ClosePlan Managed Fields
Expected Future Requirements
As of January 2025, the following Fields are NOT currently in use and will not affect ClosePlan functionality at this time)
Lead
Name
Title
Email
Company
Case
Subject
Is Shield enabled?
If Shield is enabled, please schedule a call with People.ai Technical Success to review options: Support@people.ai
Planning to enable Shield?
If Shield is in the plans, please discuss with a Sales Representative or schedule a call with People.ai Technical Success to review options: Support@people.ai
Additional Resources:
See Also: